New York, New York, United States
• Joined the infrastructure growth equity team investing out of a $1.2Bn fund focused on emerging sectors across transportation, energy, environmental, social, and digital infrastructure. • Led modeling, valuation, and expert calls on a multi-family at-home EV charging platform in the US undergoing a shift from an installer to an owner-operator business model. • Drove the model for a carbon capture company targeting multi-family residential buildings in New York using 45Q, Local Law 97, and secondary carbon market prices. • Studied the unmanned aviation sector for a potential opportunity in UAM telecommunications, diving into regulatory due diligence around the FAA’s and FCC’s pathways to allowing unmanned aviation access to national airspace.
• Conducted due diligence on solar-diesel micro-grids in the Democratic Republic of the Congo and a smart grid developer focused on modernizing energy distribution in northern Nigeria. • Investigated distributed generation investment opportunities in Sub-Saharan Africa, South Asia, and other emerging markets in support of the $1.0Bn Global Energy Alliance recently launched by the Foundation.
• Oversaw a $2.0Bn+ portfolio of High Yield Bonds and Leveraged Loans as part of the Technology industry group covering 40 companies in the Hardware, Semiconductor, and Software sectors. • Shepherded three Chapter 11 reorganizations and one distressed exchange in the $1.0Bn Consumer Retail portfolio. Actively managed the portfolio of 20 companies through the COVID market sell-off. • Synthesized financial models, management commentary, and third-party research into investment theses ranging from $10MM to $100MM+. Set price targets for publicly-traded securities such as high-yield bonds, leveraged loans, and equities.
Covered Hardware, Semiconductor, and Software companies in the High-Yield and Leveraged Loan markets.